Service Providers

Service Providers

Service Providers

By Nevin Adams8/24/2016 • 0 Comments

The IRS has provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day rollover window. READ MORE

By NTSA Net Staff8/24/2016 • 0 Comments

The IRS in a chief counsel memorandum (CCM) says that employees of a “disregarded entity” are eligible to participate in a 501(c)(3)’s 403(b) plan — and also are subject to the universal availability rule. READ MORE

By NTSA Net Staff8/23/2016 • 0 Comments

An annual survey of 403(b) plans finds a growing, though still modest, focus on participant outcomes. READ MORE

By Nevin Adams8/22/2016 • 0 Comments

The law firm of Schlichter, Bogard & Denton has filed four more lawsuits against multibillion-dollar plans; these involve the 403(b) plans at Cornell University, Northwestern University, Columbia University and the University of Southern California. READ MORE

By NTSA Net Staff8/22/2016 • 0 Comments

While much of the discussion around the implementation of the fiduciary regulation has centered on investment recommendations, what about an advisor recommending his or her own services? READ MORE

By NTSA Net Staff8/17/2016 • 0 Comments

A recent report on retirement saving and consumer attitudes toward it contains good news, but also provides fresh proof of changes in the retirement sphere as well as challenges to be faced. READ MORE

By Nevin Adams8/17/2016 • 0 Comments

Another lawsuit has been filed against a multibillion-dollar university retirement plan — but it’s not their 403(b) plan — and the law firm of Schlichter, Bogard & Denton isn’t involved. READ MORE

By Nevin Adams 8/17/2016 • 0 Comments

It’s been not quite 10 years since St. Louis-based law firm of Schlichter, Bogard & Denton launched about a dozen “excessive fee” lawsuits; in the years since then the firm has sharpened their pencils, and their criticism. READ MORE

By Nevin Adams 8/17/2016 • 0 Comments

Another day, another “jumbo” university plan accused of not fulfilling its fiduciary duties, though this one has a couple of different twists. READ MORE

By NTSA Net Staff8/17/2016 • 0 Comments

Some who have availed themselves of adjustments the Department of Labor has made to its final fiduciary rule have found that they sounded great, but the execution leaves something to be desired. READ MORE

By Nevin Adams8/17/2016 • 0 Comments

The “hits” just keep on coming with the latest wave of excessive fee litigation, with three more university retirement plans targeted. READ MORE

By NTSA Net Staff8/17/2016 • 0 Comments

Plan sponsors are often reluctant to take big steps in making plan changes — but a new participant survey finds that workers would welcome more aggressive defaults. READ MORE

By Nevin Adams 8/17/2016 • 0 Comments

The devil is often in the details in litigation — but now the “devils” find themselves in the defendant’s chair. READ MORE

By David Levine8/16/2016 • 0 Comments

Earlier this year it appeared that ERISA litigation was going “off the rails,” and in the past week, a whole new round of lawsuits involving academic institution 403(b) plans has hit the news. READ MORE

By NTSA Net Staff8/12/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who is retiring but has an agreement to return to work with the same employer to do a special project for them can make withdrawals after retiring and before the project begins without penalty.

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By NTSA Net Staff8/12/2016 • 0 Comments

Running and providing for teachers’ retirement plans is a matter of facts and figures, argues a scholar at the American Enterprise Institute (AEI). READ MORE

By ASPPA Net Staff8/12/2016 • 0 Comments

Roughly three-quarters (74%) of those surveyed said they’d feel very or extremely confident making 401(k) decisions with the help of a financial professional. READ MORE

By NTSA Net Staff8/12/2016 • 0 Comments

Some consider these interesting times for advisors, as new regulations and measures arise that affect them and what they do. Michael Kitces offered his insights on the state of things for advisors in a recent interview. READ MORE

By Nevin Adams8/9/2016 • 0 Comments

The law firm of Schlichter, Bogard & Denton has now turned its attention to the education sector, filing separate class action lawsuits against three universities on behalf of over 60,000 employees in their defined contribution retirement plans, both 401(k) and 403(b). READ MORE

By NTSA Net Staff8/8/2016 • 0 Comments

In MarketBeat, Linda Segal Blinn tells us what the proposed 457 regulations mean for sponsors of a 457(b) plan. READ MORE

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